Game Changers


Financial planning founders started a movement — and created a profession

They developed the art and science of financial planning and set high standards for its practitioners


Financial literacy: An epic fail in America

Lacking the skills needed to make informed financial decisions hurts individuals and the economy. What can advisers do to help?


A special need for financial advice

Advisers don't have to be experts to help special needs families get a jump on lifelong planning.


Finra: Who’s watching the watchdog?

The regulator wields enormous power over the securities industry 
with little meaningful oversight.


Can financial advisers save clients from the financial ravages of opioid addiction?

About 36% of advisers have worked with clients who were addicted or had family members addicted to opioids, according to a recent InvestmentNews survey.


Advisers on front lines in battle against financial abuse of the elderly

As the population ages, more seniors are at risk of becoming victims of financial exploitation


Senate approves resolution to kill DOL fiduciary rule

But without enough votes to overturn a threatened presidential veto, assistant secretary of Labor Phyllis Borzi calls the action 'the usual Washington Kabuki theater.'


African-American advisers ID business challenges

Clients from the black community face barriers to financial advice, according to a group of African-American advisers who participated in an InvestmentNews roundtable.


Advisers can use the web to facilitate after death-planning talks with clients

Websites exist for gathering documents and preserving key information, sparking adviser-client conversations about planning for the inevitable.


Rethinking succession planning by putting clients first

When it comes to succession planning, we are seeing positive changes in the advice profession. According to…


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